Multi-Generational Wealth Strategies: Beyond the Trust Document
The data on multi-generational wealth is grim. Roughly 70% of family wealth is gone by the second generation, and 90%...
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Business
Business lessons from a CPA who has seen a lot of things go right and a lot of things go sideways. I write about what I have learned running a firm, managing teams, and working with family.
"Building Your Financial Castle: A CPA's Guide to Protecting What You've Built" opens with a harsh stat: 65% of businesses fail within 12 months of a founder's death. I wrote it because most business owners do not want to think about this, which is exactly why they should.
5 Common Wealth Mistakes Families Don’t See Until It’s Too Late
The pattern I see most in my practice isn't bad strategy. It's good strategy that was set up years ago...
The Family Blueprint: How to Plan 20 Years Ahead Without Losing the Next 12 Months
Most financial plans I see are stacks of statements. Allocations, projections, beneficiary forms. They're useful documents, but they aren't a...
The Quarterly Retreat: How High-Performing Families Run Their Wealth Like a Business
The default cadence for most families is annual. A meeting with the CPA in March or April. Maybe a meeting...
Tax Optimization vs. Tax Risk
Most people use "aggressive tax strategy" as a single phrase, as if every plan that lowers your bill carries the...
Why Tax Season Is the Best Teacher for Young Accountants
Tax season is one of the most intense times of the year inside an accounting firm. Long hours. Tight deadlines....
Why Intentional Networking Beats Casting a Wide Net
Early in my career I went to every networking event I could find. Meetups. Happy hours. Anywhere I could go...
Why In-Person Relationships Still Win in Business
For a long time, business growth leaned heavily on digital channels. SEO. Online content. Paid ads. Those tools still matter,...
The Enterprise Agent System Is Knocking at Our Door
In several founder groups I'm part of, the same conversation keeps coming up. Tools people thought were three to ten...
Tax Season Is More Than Filing Returns: Here’s What We’re Really Doing Right Now
We're at that point in the year where roughly 20 to 25 percent of 2026 is already behind us. For...
The Tax Season Bottleneck Between CEOs and Bookkeepers
One of the biggest tax season bottlenecks? The gap between the CEO and the bookkeeper. If your bookkeeping firm is...
Why Every Question on Your Tax Organizer Matters
People sometimes feel like the tax organizer is a lot. It's a lot of questions. But every single question is...
Planning Ahead of 2026 Liquidity Events
Going into 2026, we're seeing a lot of liquidity events. Exits, mergers, acquisitions, and private investments are coming together. When...
Building Your Financial Castle: A CPA’s Guide to Protecting What You’ve Built
Here's the harsh reality: 65% of businesses fail within 12 months of a founder's death. If 85% of your net...
How Fresh Talent Resets Team Energy (And When You Know It’s Time)
We're three weeks into 2026, and the energy in our office feels completely different. It's not just the typical New...
What December Teaches Us About What Really Matters in Business
This time of year always slows me down in the best way. We spend months talking about growth, strategy, taxes,...
Family Business Changed My Mind
I used to think working with family was a mistake. I had seen the tension it could create, the mess...
October 2025 Business Updates
With the major tax deadlines of September and October behind us, our focus at Fusion CPA is shifting. This time...
"How Fresh Talent Resets Team Energy" came three weeks into 2026 when the energy in our office felt completely different after bringing on new people. I wanted to write about why that happens and when you know it is time to make that kind of move.
"What December Teaches Us About What Really Matters in Business" is about how the end of the year always slows me down in the best way. It forces me to think about what actually matters versus what just felt urgent.
"Family Business Changed My Mind" is the one I am most surprised I wrote. I used to think working with family was a mistake. I was wrong.
With 10 posts and counting, this is my biggest category and it keeps growing.